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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,719 | $87,166-72.8% | $76,735-69.1% | $137,256-82.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 20.94% | 26.50%-5.6pp | 29.77%-8.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,756 | $2,904-39.5% | $2,454-28.4% | $4,156-57.7% |
| Participant deferral / active EE | $13,161 | $4,726+178.5% | $4,088+221.9% | $6,407+105.4% |
| Admin fee / account holder | $68 | $8,403-99.2% | $7,189-99.0% | $12,270-99.4% |